Topic
Renewals
Tracking vendor document expiration dates, sending renewal reminders that get answered, and collecting renewed certificates on time.
· 7 min read
Expired Certificate of Insurance: What to Do Next
Found an expired certificate of insurance mid-job? Confirm the coverage, contact the agent, decide on work and payment, and document every step.
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· 9 min read
COI Tracking Spreadsheet: Template and When to Outgrow It
Build a COI tracking spreadsheet that works: the columns to use, formatting that flags expiring certificates, and the signs you have outgrown it.
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· 9 min read
How to Track Vendor Document Expiration Dates
How to track document expiration dates for vendors: calendar, spreadsheet, shared drive, and software compared, plus a 90/60/30/7-day reminder schedule.
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